SPY vs VAW

SPY vs VAW

Which is better, SPY or VAW?

Large Cap Blend against Mid Cap Blend.

SPY led over 1Y, 3Y, 5Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 56.2%.

Lower Fees: TiedHigher Returns: SPYLess Concentrated: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSPYVAW
Expense Ratio0.09%Tie0.09%Tie
AUM$804.7B$2.9B
Dividend Yield0.98%1.39%
Holdings505111
YTD Return+11.52%Best+8.73%
1Y Return+17.48%Best+12.37%
3Y Return (annualized)+20.62%Best+10.06%
5Y Return (annualized)+12.73%Best+6.27%
Volatility (annualized)14.6%Best20.4%
Max Drawdown-56.5%Best-63.5%
$10,000 over 5 years$18,205Best$13,554
Top 10 Weight38.0%Best56.2%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Blend
InceptionJan 22, 1993Jan 26, 2004

Volatility and max drawdown are measured over the window both funds cover: Jan 30, 2004 to Sep 10, 2026 (22.6 years).

SPY vs VAW growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 22.6 years both funds cover.

SPY vs VAW Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Vanguard Materials ETF (VAW) is an ETF from Vanguard (US). Over the past year SPY returned +17.48% while VAW returned +12.37%. Year to date, SPY is up 11.52% versus a gain of 8.73% for VAW.

Over three years, SPY compounded at +20.62% per year against +10.06% for VAW; over five years the annualized figures are +12.73% and +6.27% respectively. Across the full 23-year window we track, SPY has the edge at +9.12% annualized vs +7.45%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VAW has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 14.6% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -56.5% for SPY and -63.5% for VAW. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPY charges 0.09% per year while VAW charges 0.09%. On a $10,000 position that is $9 vs $9 annually. On income, SPY currently yields 0.98% against 1.39% for VAW.

Holdings Overlap

SPY already in VAW1.6%
VAW already in SPY68.5%

1.6% of SPY's money is in holdings VAW also owns. 68.5% of VAW's money is in holdings SPY also owns.

The two portfolios partly overlap.

23 positions in common, counted across the 504 positions we hold weights for in SPY and 111 in VAW, against full books of 505 and 111.

What only one of them owns

Our book lists 80 positions for VAW that do not appear in our book for SPY (27.2% of the fund), and 472 for SPY that do not appear in VAW (98.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SPYWeight in VAWDifference
LINLinde Plc Ordinary Shares0.34%15.72%15.38%
NEMNewmont Corp.0.16%6.59%6.43%
SHWSherwin Williams Co/the0.12%5.29%5.17%
C1RH34:IECrh Plc0.10%4.68%4.58%
ECLEcolab, Inc.0.11%4.63%4.52%
APDAir Products & Chemicals In0.10%3.88%3.78%
CTVACorteva Inc.0.08%3.72%3.64%
NUENucor Corp.0.09%3.23%3.14%
VMCVulcan Materials Co.0.06%2.52%2.46%
MLMMartin Marietta Materials Inc.0.05%2.27%2.22%

68.5% of VAW is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SPYVAW

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or VAW?

SPY has an expense ratio of 0.09% while VAW charges 0.09%. At the precision these are quoted to, they cost the same.

Which performed better, SPY or VAW?

Over the past year SPY returned +17.48% vs +12.37% for VAW, so SPY leads on 1-year performance. Over the longest common window we track (23 years), SPY annualized +9.12% vs +7.45% for VAW. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPY or VAW?

VAW has been the more volatile fund at 20.4% annualized versus 14.6% for SPY. Worst drawdown: SPY -56.5% vs VAW -63.5%.

Should I hold both SPY and VAW?

SPY and VAW have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SPY and VAW?

68.5% of VAW's money is in holdings SPY also owns. 68.5% of VAW's is in holdings SPY also owns. They hold 23 positions in common, counted across the 504 positions we hold weights for in SPY and 111 in VAW.

Which pays a higher dividend, SPY or VAW?

SPY yields 0.98% while VAW yields 1.39%, so VAW currently pays the higher dividend yield.

Is VAW better than SPY?

SPY led over 1Y, 3Y, 5Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 56.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.